Client Advisor with Athletic Background

Brase Network - Northwestern Mutual; Omaha (NE); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual - Omaha is seeking a Client Advisor to engage clients, assess their financial needs, and guide them toward comprehensive protection and planning goals. You will design tailored strategies, monitor plans, and foster long‑term client relationships.

Candidates should have a bachelor’s degree in finance or business and possess strong interpersonal, communication, and analytical skills. Licensing will be provided with potential sponsorship for career growth.

Qualifications

• Bachelor’s degree in finance, business, or related discipline.
• Excellent interpersonal and communication abilities.
• Strong analytical skills and ability to build lasting client relationships.

Responsibilities

• Engage with clients to understand comprehensive financial needs and provide personalized guidance.
• Design and implement tailored strategies to safeguard assets, income, and financial well‑being.
• Regularly review and update financial plans and insurance policies; grow a robust client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical skills

Education

Bachelor’s degree in finance or business

Job description

Benefits:

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Join the Winning Team at Northwestern Mutual (NM) - Omaha!

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Client Advisor with Northwestern Mutual - Omaha!

Why Current and Former Athletes Thrive Here:

We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us:

1. Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
2. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
3. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
4. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
5. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.

Meet some of our local team, many who have excelled in athletics:

Jennifer Brase - Managing Partner:

• How long with NM? Been with NM for 35 years.
• Prior Experience? Graduate of University of Nebraska - Lincoln. Briefly worked process student loan claims prior to seeking a greater, growth oriented career with NM.
• Passionate About? Loves Nebraska Cornhusker football, camping, taking her kids on new adventures, and spending time with friends and family.

Dan Ferguson - Managing Director:

• How long with NM? Been with NM for 20 years.
• Prior Experience? Was a bartender and server before starting with NM as an intern.
• Passionate About? Loves the game of golf. Enjoys coaching girls basketball, going to concerts, spending time with family, and watching Cornhuskers football.

Katie Eikmeier - Chief Development Officer:

• How long with NM? Been with NM for 12 years.
• Prior Experience? Worked in marketing and advertising prior.
• Passionate About? Really enjoys being outdoors, running, traveling, and going on adventures with her 3 children.

Nick Onken - Financial Advisor and Growth & Development Director:

• How long with NM? Started with NM 4 years ago.
• Prior Experience? Spent 16 years in the golf industry starting in Florida and moving to Wisconsin, eventually to Nebraska.
• Passionate About? Loves everything about family. Spends as much free time as he can golfing. Has a passion for outdoor activities like hunting and fishing.

Key Responsibilities:

As a Client Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients’ assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients’ financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Qualifications:

We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.

Benefits:

You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jennifer Brase is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.